Brian D. Tutland

STRATEGIC ADVISERS LLC

CHAMPLIN, MN

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CRD#: 2612700

Professional summary

Brian Douglas Tutland, who also goes by Brian Douglas Tutland, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Champlin, Minnesota and FIDELITY BROKERAGE SERVICES LLC located in Deer Park, Illinois.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Brian has worked at 13 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Douglas Tutland

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Douglas Tutland's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

CHAMPLIN, MN

Current

May 26, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 20530 North Rand Road Suite 448, Deer Park, IL 60010

CRD#: 7784

Deer Park, IL

Past

June 30, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MERRIMACK, NH

Past

August 5, 2019 - September 17, 2019

ADVISORS ASSET MANAGEMENT, INC.

RIA

CRD#: 46727

Champlin, MN

Past

December 20, 2018 - September 17, 2019

ADVISORS ASSET MANAGEMENT, INC.

CRD#: 46727

MONUMENT, CO

Past

October 18, 2016 - December 21, 2018

NAVIAN CAPITAL SECURITIES LLC

CRD#: 145037

CINCINNATI, OH

Past

November 12, 2015 - October 3, 2016

INVESTORS CAPITAL CORP.

CRD#: 30613

ST. CLOUD, MN

Past

September 3, 2015 - October 3, 2016

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

SAINT CLOUD, MN

Past

September 3, 2015 - October 3, 2016

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SAINT CLOUD, MN

Past

September 3, 2015 - October 3, 2016

CETERA ADVISORS LLC

CRD#: 10299

SAINT CLOUD, MN

Past

September 3, 2015 - October 3, 2016

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SAINT CLOUD, MN

Past

January 18, 2011 - September 4, 2014

FIRST TRUST PORTFOLIOS L.P.

CRD#: 28519

WHEATON, IL

Past

February 29, 2008 - January 21, 2011

RBC CAPITAL MARKETS, LLC

CRD#: 31194

MINNEAPOLIS, MN

Past

August 20, 2007 - February 29, 2008

RBC CAPITAL MARKETS CORPORATION

CRD#: 6579

MINNEAPOLIS, MN

Past

November 4, 1999 - August 21, 2007

RBC CAPITAL MARKETS, LLC

CRD#: 31194

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(6/11/2021)

Alaska
(6/11/2021)

Arizona
(6/11/2021)

Arkansas
(6/11/2021)

California
(6/11/2021)

Colorado
(6/11/2021)

Connecticut
(6/11/2021)

Delaware
(6/11/2021)

District of Columbia
(6/11/2021)

Florida
(6/11/2021)

Georgia
(6/11/2021)

Hawaii
(6/11/2021)

Idaho
(6/11/2021)

Illinois
(6/11/2021)

Indiana
(6/11/2021)

Iowa
(6/11/2021)

Kansas
(6/11/2021)

Kentucky
(6/11/2021)

Louisiana
(6/11/2021)

Maine
(6/11/2021)

Maryland
(6/11/2021)

Massachusetts
(6/11/2021)

Michigan
(6/11/2021)

Minnesota
(5/26/2021)

IAR

Minnesota
(3/31/2025)

Mississippi
(6/11/2021)

Missouri
(6/11/2021)

Montana
(6/11/2021)

Nebraska
(6/11/2021)

Nevada
(6/11/2021)

New Hampshire
(6/11/2021)

New Jersey
(6/11/2021)

New Mexico
(6/11/2021)

New York
(6/11/2021)

North Carolina
(6/11/2021)

North Dakota
(6/11/2021)

Ohio
(6/11/2021)

Oklahoma
(6/11/2021)

Oregon
(6/11/2021)

Pennsylvania
(6/11/2021)

Puerto Rico
(6/11/2021)

Rhode Island
(6/11/2021)

South Carolina
(6/11/2021)

South Dakota
(6/11/2021)

Tennessee
(6/11/2021)

Texas
(6/11/2021)

IAR

Texas
(3/31/2025)

Utah
(6/11/2021)

Vermont
(6/11/2021)

Virgin Islands
(6/11/2021)

Virginia
(6/11/2021)

Washington
(6/11/2021)

West Virginia
(6/11/2021)

Wisconsin
(6/11/2021)

Wyoming
(6/11/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/31/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/15/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/3/1999

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian D. Tutland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Douglas Tutland's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

ADVISORS ASSET MANAGEMENT, INC.

ADVISORS ASSET MANAGEMENT, INC.

NAVIAN CAPITAL SECURITIES LLC

INVESTORS CAPITAL CORP.

CETERA INVESTMENT SERVICES LLC

CETERA FINANCIAL SPECIALISTS LLC

CETERA ADVISORS LLC

CETERA WEALTH SERVICES, LLC

FIRST TRUST PORTFOLIOS L.P.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS CORPORATION

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2019

Series 63

Date: 2/15/2000

SIE

Date: 10/1/2018

Series 7

Date: 11/3/1999

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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